Banking & Finance

One of the biggest items in most budgets is transportation. Owning a car is expensive, first in initial costs, and later in upkeep. So one common money-saving tip is to buy a cheaper car. Instead of an expensive new car, you could buy a cheap used car that barely drives. By giving up luxury, you could save thousands. Or could

Magnitude’s Leona Laurie and I Discuss the Intersection of Crisis Management and Forensic Accounting

Crisis Communications: Reputation & the Effects of Financial Investigations
Ken Yormark has seen first-hand the importance of solid crisis communications when organizations are subject to financial investigations. Ken is a CPA and a CFE with over 30 years of experience in forensic accounting and financial investigations,

What’s the value of partnering with a Financial Planning and Wealth Management team like Alterra Advisors?
This is a frequent question we hear in conversations when someone is considering hiring an advisor. And it’s an important one! We believe that, for the right family, our team can add value by working as an expert guide, navigating important wealth decisions with

As a business grows, owners have to balance multiple competing goals. On the one hand, you want to maximize profits, but on the other, you don’t want to lose too much to taxes. You also don’t want to lose key employees because they’re undercompensated. Your owner compensation is an important factor to consider. This webinar will address business structures, tax

For those of us not interested in picking individual stocks, funds are a great solution. Someone else chooses exactly how to invest the fund, and all you have to do is buy one product. Two popular types of funds are actively managed mutual funds and index funds. Today, we’ll look into the similarities and differences between them.

Investment Strategy


Business owners, commission-based professionals, freelancers, and contractors often don’t make the same amount from month to month. Conventional budget advice and financial planning software often fails to account for the uncertainty involved in a variable income. But it is possible to smooth out your income so you can always be sure you have enough to live, save, and play. This

Large firms and other big institutions are able to invest in a very different way than individuals do, allowing them to beat inflation and make significant gains. But new tools have made it possible for smaller investors to take advantage of some of these strategies on a smaller scale. This webinar will address private equity, hedge funds, real estate, commodities,

Many Americans assume that “disability” is a single program. In reality, there is no one program that guarantees coverage for all Americans with disabilities. Instead, disabled people have to navigate two separate programs. Depending on your work history and income, you may qualify for SSI, SSDI, or both.

Social Security Disability Insurance (SSDI)

SSDI is not, by definition, an aid